AI Earnings Tracker

See how S&P 500 companies are talking about AI across 12 quarters of earnings calls.

Crunching the numbers...

AI in S&P 500 Earnings Calls

Analysis of 2,678 earnings call transcripts across 493 companies (2023-2025)

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    AI Mentions Across S&P 500 Over Time

    Total number of earnings call segments mentioning AI, and the average AI Intensity across all companies per quarter

    Avg AI Intensity by Sector (2025Q4)

    AI Intensity = % of a company's earnings call segments that mention AI. Higher = more of the call is about AI.

    Top 15 Specific AI Use Cases

    Most common specific AI applications across S&P 500 earnings calls (excludes generic mentions)

    AI Use Case Evolution Over Time

    How the top AI use cases have grown or shifted quarter by quarter

    Who Brings Up AI: Executives vs Analysts

    Are companies proactively talking about AI, or are analysts pushing the topic?

    Companies Citing Quantified AI Impact

    % of AI-mentioning companies that cite specific numbers (revenue, cost savings, users) in the same sentence as AI

    Top 20 Companies by AI Intensity (2025Q4)

    Companies where the largest share of earnings call discussion is devoted to AI

    Company Sector Quarter AI Mentions Intensity % Category What They're Doing Who AI Summary Best Quote

    Notable AI Quotes from Earnings Calls

    Top AI quotes ranked by significance and impact. Each quote includes an AI-generated summary of how AI is being discussed.

    Company Quarter Category What They're Doing Significance AI Summary Original Quote
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    Data Points
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    High-AI Avg Return
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    Low-AI Avg Return

    AI Intensity vs Stock Return (Quarterly)

    Each dot is a company-quarter. X-axis: % of earnings call about AI. Y-axis: stock return that quarter. Does talking more about AI correlate with better stock performance?

    AI Momentum Signal

    Companies that increased, maintained, or decreased their AI talk — what was their average stock return the following quarter?

    High-AI vs Low-AI Returns by Sector

    Average quarterly return for companies with AI Intensity >5% vs ≤5%, broken down by sector. Does the "AI premium" vary by industry?

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